tag:blogger.com,1999:blog-2222178257396625999.post9179132708423751330..comments2023-11-02T00:57:47.668-07:00Comments on Research Intensive Investing: Bull Case for HRAYResearch Intensive Investinghttp://www.blogger.com/profile/17574978502928876520noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2222178257396625999.post-11016566476214430452007-03-20T18:23:00.000-07:002007-03-20T18:23:00.000-07:00That is my impression as well--that they are most ...That is my impression as well--that they are most clearly the company that has decided to go the content route (which, at least in relation to WVAS, I think will be the most attractive strategy). HRAY is also currently my favorite in this space, at least from the standpoint of defending and growing their WVAS business against the operators. Management also strikes me as innovative and ahead of the curve, which is an extremely valuable asset in a space as quick and opportunity laden as China's internet market.Research Intensive Investinghttps://www.blogger.com/profile/17574978502928876520noreply@blogger.comtag:blogger.com,1999:blog-2222178257396625999.post-39073949631744624682007-03-19T21:19:00.000-07:002007-03-19T21:19:00.000-07:00HRAY which once was the least attractive WVAS stoc...HRAY which once was the least attractive WVAS stock , has become the most attractive stock in the field in my opinion. They foresaw the need to diversify and bypass the large operators and that's what probably saved them from sinking to an operating loss like LTON.<BR/>the big question is, now that that their music business is getting more substantial and bares higher margins, perhaps they are not a pure technology company anymore but a content company just like a conventional record companyUnknownhttps://www.blogger.com/profile/14706183512326131955noreply@blogger.com